BetterWealth
Business details
- Category
- Financial Services · Financial planner, Financial consultant
- Address
- 1475 Saratoga Ave #200, San Jose, CA 95129
- Phone
- (408) 659-2390
- Website
- betterwealth.us
- County
- Santa Clara County
Hours
- Monday: 8 AM–5 PM
- Tuesday: 8 AM–5 PM
- Wednesday: 8 AM–5 PM
- Thursday: 8 AM–5 PM
- Friday: 8 AM–4 PM
- Saturday: Closed
- Sunday: Closed
About
At BetterWealth, we help families and professionals across San Jose and the South Bay build a clear, confident path to their financial goals. We work as financial planners and consultants, guiding clients through retirement, investment, and long-term money decisions.
Our approach starts with understanding where you are today and what you want your finances to achieve over the years ahead. We build plans around your priorities, explaining each recommendation in plain language so you always know the reasoning behind it.
Whether you are just starting to organize your savings or refining an established portfolio, we aim to make the process straightforward and personal.
Learn more about our services on our website.
Our approach starts with understanding where you are today and what you want your finances to achieve over the years ahead. We build plans around your priorities, explaining each recommendation in plain language so you always know the reasoning behind it.
Whether you are just starting to organize your savings or refining an established portfolio, we aim to make the process straightforward and personal.
Learn more about our services on our website.